Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.
IJH vs VBR: how they differ
IJH and VBR hold 40% of their weight in the same names, and VBR returned more over the year.
iShares Core S&P Mid-Cap ETF and Vanguard Small-Cap Value Index Fund.
What they hold in common
By the books each fund has filed, IJH and VBR hold 40% of their money in the same securities at the same weight.
| Holding | IJH | VBR |
|---|---|---|
| US FOODS HOLDING CORP | 0.62% | 0.48% |
| TD SYNNEX CORP | 0.55% | 0.41% |
| RELIANCE INC | 0.53% | 0.41% |
| EAST WEST BANCORP INC | 0.49% | 0.38% |
| WESCO INTERNATIONAL INC | 0.46% | 0.36% |
| PERFORMANCE FOOD GROUP COMPANY | 0.48% | 0.36% |
| API GROUP CORP | 0.45% | 0.35% |
| ANNALY CAPITAL MANAGEMENT INC | 0.45% | 0.35% |
| TENET HEALTHCARE CORP | 0.45% | 0.35% |
| W.P. CAREY INC | 0.44% | 0.34% |
| REGAL REXNORD CORP | 0.44% | 0.34% |
| TOLL BROTHERS INC | 0.43% | 0.34% |
| Only in IJH | Only in VBR |
|---|---|
| TWILIO INC 0.86% | Jabil Inc 0.87% |
| CARPENTER TECHNOLOGY CORP 0.85% | NRG Energy Inc 0.66% |
| CURTISS-WRIGHT CORP 0.77% | Tapestry Inc 0.64% |
| ENTEGRIS INC 0.76% | Atmos Energy Corp 0.62% |
| NVENT ELECTRIC PLC 0.76% | Williams-Sonoma Inc 0.59% |
| ATI INC 0.74% | Moderna Inc 0.54% |
| TECHNIPFMC PLC 0.73% | Smurfit Westrock PLC 0.52% |
| STERLING INFRASTRUCTURE INC 0.71% | F5 Inc 0.50% |
Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Jun 30, 2026.
| IJH iShares Core S&P Mid-Cap ETF | VBR Vanguard Small-Cap Value Index Fund | |
|---|---|---|
| Where it sits | Core index fund | Core index fund |
| Issuer | iShares | Vanguard |
| What it is | S&P MidCap 400 | Small-Cap Value |
| Total return, 1 year | +13.4% | +16.3% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | −4.1 pts | −1.2 pts |
| Expense ratio | 0.05% | 0.05% |
| Already in the S&P 500 | 0.0% | 30.5% |
| Holdings | 400 | 840 |
IJH in plain words
IJH is an index equity fund tracking the S&P MidCap 400. Over the year to Sep 11, 2026 it returned +13.4% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.05% a year. By its holdings filed for Jun 30, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 400 positions, with the top ten at 7.7%. It sat 5.4% below its high of Aug 14, 2026 on Sep 11, 2026.
VBR in plain words
VBR is an index equity fund tracking the Small-Cap Value. Over the year to Sep 11, 2026 it returned +16.3% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. By its holdings filed for Jun 30, 2026, 30% of the fund by weight is stocks the S&P 500 also holds, across 840 positions, with the top ten at 5.9%. It sat 3.8% below its high of Aug 14, 2026 on Sep 11, 2026.
Questions people ask
- Which returned more over the last year, IJH or VBR?
- In the year to Sep 12, 2026, with distributions reinvested, IJH returned +13.4% and VBR returned +16.3%, so VBR returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, IJH or VBR?
- IJH charges 0.05% a year and VBR charges 0.05%, so IJH is cheaper. Fees come from each fund's prospectus.
- How much do IJH and VBR overlap with the S&P 500?
- By their latest filed holdings, 0% of IJH and 30% of VBR by weight is stocks the S&P 500 already holds. Between the two funds, 40% of their books are the same securities at the same weight.
Other comparisons
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Where these figures came from
ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.
Cite this page. ETFIQ, IJH against VBR, data as of Sep 12, 2026. https://etfiq.com/compare/any/IJH-VBR Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources